Derivatives COO Support _ Senior Associate_ Institutional Equity Division

Morgan Stanley

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 1 month ago
Company ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Department ProfileFrom global institutions to hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instrument in all the world’s financial markets. Morgan Stanley professionals use our network and technology to provide liquidity and sophisticated analysis, to manage risk and execute reliably in the fast-changing markets.Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.Global Markets Group is the offshoring arm of Morgan Stanley’s Sales & Trading businesses in India. It covers functions across IED and Fixed Income Division (FID) ranging from those associated with sales, trading, analytics, strats to risk management.Primary ResponsibilitiesThe role is based out of Mumbai and requires working with the Governance and the COO team. The role will require generating reports, aggregating, and updating/ maintaining various data sets from multiple sources for the business. The job will involve producing management material to analyze trends and activity. Interaction will also be expected with Sales, TMG, Finance, Operations, Legal, Non-Market Risk, and COO teams.The role involves working on –
  • Cost Budgeting and License Agreements
‐ Maintaining all license agreements in a central repository detailing scope, costs, expiration etc.‐ Run the required quarterly reporting on new activity and validate internally with relevant group ahead of external submission‐ Monthly Cost Budgeting and estimations‐ Regular interaction with vendors and managing vendor expectation by liaising with accounts payable.
  • Business Performance Reporting and Analytics
  • Gathering data for, and preparing, charts, metrics, and presentations to illustrate the performance of the Structured Products business
  • Identifying and communicating trends and exceptions in the data.
Onboarding tracking
  • Preparing daily, Weekly and Monthly reports on the OTC HNW client onboardings
  • Responsible for maintaining the onboarding documents and approval emails on the SharePoint site
  • Maintaining the wiki site by regularly updating the client onboarding pipeline and the executed transactions
  • Working on enhancements and automations of the onboarding tracking process
  • Governance meetings
  • Preparing Governance meeting presentation by consolidating data from various sources/ teams
  • Responsible for meeting minutes and tracking approvals for new index launches for the SPRC meetings
  • Manage creation of periodic materials - Create various quarterly and monthly reporting packs, including consulting with multiple data sources and teams
  • Own the central data repository for derivatives data and run queries upon request
  • Manually link together data and keep transaction level and aggregated data up to date from various sources.
  • Reconcile the data to identify anomalies and get them fixed.
  • Produce key metric reporting (adhoc/regular) from this database, analysing and highlighting large moves and trends with commentary.
  • Process improvements and automations
  • Working with Controllers, Legal, Trading and Global Capital Markets teams to identify gaps and enhance the reporting process.
  • Automation of daily reporting and recurring analytics work.
  • Various other requests and adhocs.
  • Helping the team in various other tasks and managing a variety of adhoc requests.
Skills required (essential)We are looking for a pro-active person who has a high attention to detail, is a quick learner and has a natural curiosity to understand about financial markets and products.
  • 2 to 4 years of experience in Finance. Experience in Derivatives products would be a plus.
  • Fast-learning, proactive and self-motivated person, with exceptional attention to detail.
  • Ability to respond to requests in a timely manner.
  • Proficiency in MS Excel. Ability to analyse data and create charts or tables to clearly demonstrate trends and exceptions.
  • Proficiency in MS PowerPoint. Ability to translate verbal or written talking points and highlights into material suitable for presentation to senior management.
  • Excellent verbal and written communication skills, in order to be able to understand requirements, request data from, and present information to overseas colleagues from many different departments.
  • Structured Products experience and quantitative background is a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Morgan Stanley